Allen Mooney & Barnes Investment Advisors’s Wells Fargo WFC Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$294K	Sell	3,553 -475	-12%	-$38.2K	0.04%	130
2026 Q1	$321K	Sell	4,028 -67	-2%	-$5.75K	0.05%	125
2025 Q4	$382K	Sell	4,095 -136	-3%	-$11.8K	0.06%	117
2025 Q3	$355K	Buy	4,231 +152	+4%	+$12.3K	0.06%	116
2025 Q2	$327K	Sell	4,079 -12	-0.3%	-$865	0.05%	126
2025 Q1	$294K	Sell	4,091 -58	-1%	-$4.36K	0.05%	129
2024 Q4	$291K	Sell	4,149 -28	-0.7%	-$1.91K	0.05%	131
2024 Q3	$236K	Sell	4,177 -497	-11%	-$28.1K	0.04%	140
2024 Q2	$278K	Buy	4,674 +107	+2%	+$6.32K	0.05%	134
2024 Q1	$259K	Sell	4,567 -497	-10%	-$26K	0.05%	143
2023 Q4	$249K	Buy	+5,064	New	+$219K	0.05%	142
2022 Q2	–	Sell	-5,122	Closed	-$248K	–	155
2022 Q1	$248K	Buy	+5,122	New	+$274K	0.06%	135

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's WFC Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Wells Fargo (WFC) stake by 12% in Q2 2026, selling an estimated $38.2K and leaving 3,553 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #130.

Allen Mooney & Barnes Investment Advisors first reported a position in WFC in Q1 2022 and has held it in 12 quarters since. The position peaked at $382K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Allen Mooney & Barnes Investment Advisors held 3,553 shares of Wells Fargo worth $294K as of Q2 2026.
Allen Mooney & Barnes Investment Advisors sold 475 Wells Fargo shares in Q2 2026, an estimated $38.2K.
Wells Fargo made up 0.04% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #130 holding.
Allen Mooney & Barnes Investment Advisors first reported a position in Wells Fargo in Q1 2022 and has held it in 12 quarters since.
Allen Mooney & Barnes Investment Advisors's Wells Fargo position peaked at $382K in Q4 2025.
1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.